Sagespring Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5M Buy
85,291
+12,196
+17% +$3.36M 0.51% 37
2025
Q1
$12.2M Buy
73,095
+6,646
+10% +$1.11M 0.31% 50
2024
Q4
$15.4M Buy
+66,449
New +$15.4M 0.41% 40